Golden oak trees and rolling hills of the Sierra Foothills at sunset

Rescue · California

Your family’s story deserves more than annual tax preparation.

For more than three decades, Bair’s Bookkeeping & Tax Service has helped Northern California families and business owners reduce taxes, plan ahead, and make confident financial decisions — through warm, year-round guidance built on relationships, not transactions.

Schedule Your Consultation Meet Connie

30+

Years of trusted guidance

Families

Multi-generational clients

Enrolled Agent · IRS Authorized

Rescue, CA

Rooted in

Connie Bair, EA

Enrolled Agent · Founder

Meet Connie

The heart of the firm — and the reason clients stay for a lifetime.

For more than thirty years, Connie has quietly built one of Northern California’s most trusted tax advisory practices — one relationship at a time. An Enrolled Agent federally authorized to represent taxpayers before the IRS, she brings decades of hard-earned experience and a rare gift for turning tax complexity into calm, confident decisions.

What sets Connie apart isn’t only her expertise — it’s the way she works. She listens first. She takes the time to understand each family and business she serves before she ever picks up a pencil. Her philosophy is simple: great tax planning starts with knowing the person on the other side of the desk.

A lifelong learner and passionate advocate for reducing her clients’ tax burden, Connie sees every return as a chance to plan ahead — not just look back. Away from the office, she’s traveling with her husband, spending time with family, chasing her grandchildren around the yard, and staying active in the community she’s called home for decades.

30+ years

Guiding Northern California families

Enrolled Agent

Federally authorized IRS representation

Year-round advisor

Not seasonal, not transactional

“Good tax planning isn’t about paperwork. It’s about people — their families, their dreams, and the life they’re working toward.”

— Connie Bair, EA

A signature story

Built on relationships,
not transactions.

Tax planning isn’t about filling out forms. It’s about understanding families, businesses, life transitions, retirement, growth, and the unexpected turns along the way.

Every client who walks through our doors gets the same thing first: a real conversation. Connie takes the time to understand your story — your family, your goals, your business, the milestones on the horizon — before shaping a strategy that fits the life you’re building. That’s why so many of the families we serve today are the children and grandchildren of the clients who trusted us decades ago.

Relationships first

We invest the time to know you — long before we talk numbers.

Proactive strategy

A year-round tax plan built around where your life and business are heading.

Multi-generational

The same trusted advisor for you, your parents, and your children.

Who we help

You’ll see yourself here.

Our clients come to us at every stage of life — starting a family, growing a business, planning for retirement, or navigating a transition. Whatever chapter you’re in, you’ll be met with the same steady, personal guidance.

Families

Thoughtful tax planning through every life event — from marriage and children to estate considerations and long-term financial confidence.

Tax planningLife eventsEstateFinancial confidence

Business Owners

Full-cycle guidance for small businesses, from payroll and sales tax to strategic tax planning and long-term business planning.

Tax strategyPayrollSales taxBusiness planning

Retirees

Retirement tax planning, income strategies, and estate planning designed to protect what you’ve built and pass it on with intention.

Retirement taxIncome strategiesEstate planning

Growing Families

New homes, new children, new businesses — steady guidance as your financial life grows more complex and your goals evolve.

New homesChildrenBusiness ownershipChanging goals

What we do

Services organized around outcomes — not tasks.

Every engagement is designed to move something meaningful forward: a stronger business, a lighter tax bill, a clearer path through a hard conversation with the IRS.

Protect Your Wealth

Personal tax planning that quietly compounds over a lifetime.

Tax planning
Proactive, year-round strategy to reduce liability and prepare for what’s next.
Personal returns
Careful, accurate preparation from someone who knows your full picture.
Business returns
Entity-level filings handled with the same care as your personal return.
Estate returns
Thoughtful guidance during a difficult season for families and executors.

Build A Stronger Business

The financial backbone growing businesses actually need.

Payroll
Accurate, on-time payroll that quietly runs in the background.
Sales tax
Compliance handled with a steady hand — no missed deadlines, no surprises.
Business tax planning
Strategy built around how your business really operates and grows.
Accounting support
Clean books and clear numbers you can actually make decisions on.

Navigate Tax Challenges

A calm, experienced advocate when the IRS calls.

IRS representation
As an Enrolled Agent, Connie is federally authorized to speak for you.
Audit support
Prepared, organized, and steady representation from start to resolution.
Appeals
Experienced guidance through the appeals process when the answer isn’t right.
Offers in Compromise
Careful, honest evaluation of settlement options when they apply.
Collections
A path forward when tax debt has become overwhelming.

Heather Rego

Client Experience · Risk & Insurance

Meet Heather Rego

A steady, welcoming extension of the Bair’s experience.

Heather brings over a decade of accounting experience and a Business Management degree to the firm — along with a licensed insurance background and an Associate in Risk Management designation that gives our clients a broader lens on protecting what they’ve built.

She’s often the first friendly voice you’ll hear when you reach out, and her steady, organized approach is a big part of why working with Bair’s feels easy from the very first conversation.

Outside the office, Heather is happiest camping and traveling with her family, riding her bike through the foothills, and spending time with the friends and family who keep her grounded.

10+ yrs accountingBusiness ManagementLicensed insuranceAssociate in Risk Management

The client experience

What it’s like to work with us.

From your first phone call to the many years that follow, we’ve designed every step to feel personal, organized, and unhurried.

Welcome Conversation

A relaxed, no-pressure first meeting. We listen — to your goals, your worries, and the details of your life and business — before we ever quote a fee.

Financial Review

A thorough look at recent returns, current books, and the moving parts of your financial picture, so we understand exactly what we’re working with.

Strategy Development

A tailored plan built around the milestones ahead — reducing your tax burden and giving you a clear roadmap for the year.

Secure Collaboration

Encrypted document sharing, a secure client portal, and thoughtful workflows that respect your time and protect your information.

Year-Round Support

Real answers when life changes — a new baby, a new business, a windfall, a challenge. You have an advisor, not just a preparer.

“Connie has been our family’s tax advisor for over twenty years. She helped my parents plan their retirement, guided us through starting our business, and now takes care of our kids’ first returns. We wouldn’t trust anyone else.”

— A Bair’s family client, El Dorado County

Learning center

Practical guidance for real financial lives.

Straightforward writing on California tax updates, retirement planning, small business taxes, IRS notices, estate planning, and the everyday financial decisions our clients ask us about most.

California

California tax updates every foothills resident should know this year.

5 min readRead

Retirement

Retirement income strategies that keep more of what you’ve earned.

7 min readRead

Small Business

Small business tax planning: quarterly moves that pay off in April.

6 min readRead

IRS Notices

Received an IRS notice? Here’s exactly what to do — and not to do.

4 min readRead

Estate

Estate planning conversations to have with the people you love.

8 min readRead

Business

Business deductions most owners miss (and how to capture them cleanly).

5 min readRead

A family ranch with horses and oak trees in the Sierra Foothills

Our community

Proudly serving the Sierra Foothills.

From rolling oak-covered hills and quiet horse ranches to family vineyards, small businesses, and multi-generational farms, the Sierra Foothills is more than our location — it’s our community. We know these families. We know these towns. And we love the work of helping the people who make this corner of Northern California what it is.

Whether you’re raising a family in El Dorado Hills, running a business in Placerville, retiring near Folsom Lake, or building something new in the greater Sacramento area, our door — and our office in Rescue — is always open.

Rescue

El Dorado Hills

Cameron Park

Placerville

Folsom

Greater Sacramento

Start the conversation

Let’s talk about the life you’re building.

Whether you’re looking for a first conversation or a second opinion, we’d be honored to sit down with you. It always starts the same way — a warm welcome, a good listen, and honest guidance about how we can help.